Seeking Alpha publishes few speculations trying to explain the recent spike in Omnivision's stock price:
"1. Buyout Rumors - There have been OmniVision buyout rumors in the past, but these most recent ones seem to have an element of validity due to the unexplained spike in the stock price. Past rumors of either Apple or Nokia purchasing OmniVision have been tenuous at best and shot down quickly. However, one rumor surfacing this week is particularly intriguing and that is of a possible buyout by Saudi Prince Al-Waleed bin Talal of Kingdom Holding Company. ...in a recent interview with the Dubai Chronicle, Al-Waleed bin Talal mentions that his company is interested in investing in American technology companies. Whether it be from royalty or from some other suitor, it appears as if there is interest in the M&A market for the asset-rich camera chip supplier.
2. Ipod Nano Camera - The next rumor arises from the report by MacRumors.com that the next iPod Nano will go back to having a 1.3MP camera after that feature was skipped in the most recent Nano generation. This would be excellent news for OmniVision because it is known for providing lower-end camera chips such as the front-facing one in the new Iphone.
3. OV10810 confidence - The final positive indicator is that OmniVision's new 10-megapixel CMOS image sensor has been named the "Best image sensor of 2011" by Electronic Design Magazine. This restores faith in the ability of the company to innovate to meet the ever-increasing needs of cell phone manufacturers."